Antony Stureman
Antony Stureman is a CFP-designated registered investment advisor at Krouse Stureman & Associates, INC., based in Fort Wayne, IN, with 28 years of industry experience. Antony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 78 clients with $56M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Minimum investable assets to participate in advisory services is $500,000. Krouse Stureman & Associates, in its sole discretion, may waive its minimum fee and/or charge a lesser investment advisory fee based upon certain criteria.
Fee Estimator
Location
6079 Stoney Creek Drive, Fort Wayne, IN, 46825
Get directionsHistory
Regulatory History (1)
Regulatory
May 2024Other Business ActivitiesSells Insurance
Antony is the owner/agent of KK Risk Management, LLC, a licensed life/health/LTC insurance agency, dedicating a few hours per week. He is also the owner/advisor of Krouse Kern Wealth Management, Inc., spending nearly full-time on investment advisory responsibilities.
Employment History
Current Registrations
Krouse Stureman & Associates, INC.
Previous Registrations
Krouse Stureman & Associates, INC.
Fsc Securities CorporationBroker
Krouse Stureman & Associates, INC.
Krouse Kern Wealth Management, INC.
Fsc Securities Corporation
Fsc Securities CorporationBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.